iShares Gold Trust
IAU- 交易所
- NYSE
- 產業
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001278680
近 90 天,iShares Gold Trust 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 1,916 家機構在 13F 申報持有,市值合計 $291.1 億;沒有大師持有。
2023 年第 2 季 13F 持有人
iShares Gold Trust 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,067
- 較 2023 年第 1 季 +38 家
- 持有股數
- 4.37 億
- 較 2023 年第 1 季 +1,113 萬 (+2.6%)
- 總市值
- $159.2 億
- 較 2023 年第 1 季 +$762.4 萬 (0.0%)
- 新進機構
- 87
- 另有 349 家加碼
- 清倉機構
- 49
- 另有 387 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 IAU 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,916 | $291.1 億 |
| 2026 年第 1 季 | 1,984 | $348.3 億 |
| 2025 年第 4 季 | 1,937 | $355.9 億 |
| 2025 年第 3 季 | 1,713 | $314.9 億 |
| 2025 年第 2 季 | 1,599 | $254.8 億 |
| 2025 年第 1 季 | 1,555 | $240.4 億 |
| 2024 年第 4 季 | 1,418 | $185.8 億 |
| 2024 年第 3 季 | 1,231 | $176.7 億 |
| 2024 年第 2 季 | 1,178 | $165.0 億 |
| 2024 年第 1 季 | 1,149 | $157.2 億 |
| 2023 年第 4 季 | 1,153 | $155.0 億 |
| 2023 年第 3 季 | 1,041 | $137.0 億 |
| 2023 年第 2 季 | 1,068 | $159.2 億 |
| 2023 年第 1 季 | 1,041 | $159.4 億 |
| 2022 年第 4 季 | 1,013 | $148.2 億 |
| 2022 年第 3 季 | 962 | $151.8 億 |
| 2022 年第 2 季 | 1,011 | $170.6 億 |
| 2022 年第 1 季 | 966 | $167.8 億 |
| 2021 年第 4 季 | 986 | $163.3 億 |
| 2021 年第 3 季 | 883 | $159.8 億 |
| 2021 年第 2 季 | 878 | $158.4 億 |
| 2021 年第 1 季 | 956 | $149.9 億 |
2023 年第 2 季持有機構
每家機構持有 iShares Gold Trust 的股數、市值與佔組合比重;股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cetera Advisor Networks LLC | 491,139 | $1,787 萬 | 0.12% | +13,320+2.8% | 加碼 |
| Resources Investment Advisors, LLC. | 490,789 | $1,786 萬 | 0.40% | +5,814+1.2% | 加碼 |
| KB Financial Partners, LLC | 476,899 | $1,735 萬 | 4.77% | +4,444+0.9% | 加碼 |
| Quent Capital, LLC | 468,848 | $1,706 萬 | 2.67% | −30,435−6.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 468,005 | $1,703 萬 | 3.44% | +893+0.2% | 加碼 |
| WESCAP Management Group, Inc. | 462,105 | $1,682 萬 | 5.87% | −3,809−0.8% | 減碼 |
| CX Institutional | 458,844 | $1,670 萬 | 0.86% | −17,086−3.6% | 減碼 |
| AE Wealth Management LLC | 456,555 | $1,661 萬 | 0.10% | +106,809+30.5% | 加碼 |
| Sunbelt Securities, Inc. | 440,281 | $1,602 萬 | 2.30% | +104,401+31.1% | 加碼 |
| CIBC World Markets Inc. | 439,175 | $1,598 萬 | 0.05% | +42,668+10.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 431,244 | $1,569 萬 | 0.66% | +37,024+9.4% | 加碼 |
| NorthCrest Asset Manangement, LLC | 430,473 | $1,566 萬 | 0.62% | −3,767−0.9% | 減碼 |
| Elm Partners Management LLC | 428,755 | $1,560 萬 | 1.57% | +30,837+7.7% | 加碼 |
| Cardinal Point Capital Management, ULC | 428,497 | $1,559 萬 | 4.69% | −17,286−3.9% | 減碼 |
| Independent Family Office, LLC | 424,177 | $1,544 萬 | 9.35% | −10,000−2.3% | 減碼 |
| Sagil Capital LLP | 415,000 | $1,510 萬 | 14.63% | −85,000−17.0% | 減碼 |
| JSF Financial, LLC | 414,371 | $1,508 萬 | 5.33% | +284,087+218.1% | 加碼 |
| Spinnaker Trust | 399,534 | $1,454 萬 | 1.06% | −8,248−2.0% | 減碼 |
| Quest Investment Management LLC | 396,021 | $1,441 萬 | 1.97% | 00.0% | 不變 |
| Cadinha & Co LLC | 395,645 | $1,440 萬 | 2.62% | +347,068+714.5% | 加碼 |
| Blair William & Co | 393,654 | $1,433 萬 | 0.05% | +155,192+65.1% | 加碼 |
| Meridian Wealth Advisors, LLC | 389,970 | $1,419 萬 | 3.43% | +203+0.1% | 加碼 |
| Janney Montgomery Scott LLC | 386,418 | $1,406 萬 | 0.05% | +12,025+3.2% | 加碼 |
| Partners Capital Investment Group, LLP | 382,969 | $1,394 萬 | 0.30% | +340,881+809.9% | 加碼 |
| Summit Trail Advisors, LLC | 377,883 | $1,375 萬 | 0.52% | −87,340−18.8% | 減碼 |
| James Investment Research Inc | 377,209 | $1,373 萬 | 1.75% | +377,209 | 新進 |
| EverSource Wealth Advisors, LLC | 370,009 | $1,346 萬 | 1.48% | +51,298+16.1% | 加碼 |
| Brave Asset Management Inc | 367,328 | $1,337 萬 | 3.92% | +367,328 | 新進 |
| Vision Capital Management, Inc. | 366,502 | $1,334 萬 | 2.28% | +1,923+0.5% | 加碼 |
| FDx Advisors, Inc. | 364,297 | $1,326 萬 | 0.73% | +41,909+13.0% | 加碼 |
| First Foundation Advisors | 358,146 | $1,303 萬 | 0.56% | −21,432−5.6% | 減碼 |
| Foundations Investment Advisors, LLC | 352,819 | $1,284 萬 | 0.43% | +54,866+18.4% | 加碼 |
| Cambridge Associates LLC | 352,072 | $1,281 萬 | 0.96% | +108,695+44.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 351,566 | $1,279 萬 | 0.19% | −4,257−1.2% | 減碼 |
| National Bank of Canada | 351,533 | $1,279 萬 | 0.03% | +31,642+9.9% | 加碼 |
| Toronto Dominion Bank | 350,000 | $1,273 萬 | 0.02% | −550,000−61.1% | 減碼 |
| Resonant Capital Advisors, LLC | 345,678 | $1,258 萬 | 1.37% | +15,485+4.7% | 加碼 |
| Sterling Financial Planning, Inc. | 344,769 | $1,255 萬 | 6.22% | −2,977−0.9% | 減碼 |
| Nottingham Advisors, Inc. | 343,011 | $1,248 萬 | 1.64% | −38,849−10.2% | 減碼 |
| Baldwin Brothers Inc | 341,569 | $1,243 萬 | 1.02% | −2,311−0.7% | 減碼 |
| Bokf, NA | 341,098 | $1,241 萬 | 0.25% | −2,030−0.6% | 減碼 |
| Transform Wealth, LLC | 339,255 | $1,235 萬 | 1.11% | −1,403−0.4% | 減碼 |
| Prudential Financial Inc | 337,373 | $1,228 萬 | 0.02% | +23,030+7.3% | 加碼 |
| Twin Tree Management, LP | 332,937 | $1,212 萬 | 0.25% | −259,394−43.8% | 減碼 |
| Sage Rhino Capital LLC | 332,134 | $1,209 萬 | 3.37% | −2,107−0.6% | 減碼 |
| Assetmark, Inc | 328,939 | $1,197 萬 | 0.05% | +51,506+18.6% | 加碼 |
| Permanens Capital L.P. | 326,436 | $1,188 萬 | 2.73% | −278,400−46.0% | 減碼 |
| Timber Creek Capital Management LLC | 325,896 | $1,186 萬 | 4.08% | −17,535−5.1% | 減碼 |
| Kestra Advisory Services, LLC | 319,238 | $1,162 萬 | 0.12% | +109,509+52.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 318,606 | $1,159 萬 | 0.14% | −56,311−15.0% | 減碼 |
| Modus Advisors, LLC | 317,946 | $1,157 萬 | 4.97% | +16,931+5.6% | 加碼 |
| Citizens Financial Group Inc | 314,691 | $1,145 萬 | 0.42% | +3,292+1.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 310,556 | $1,130 萬 | 1.18% | −2,191−0.7% | 減碼 |
| Brookstone Capital Management | 306,253 | $1,117 萬 | 0.22% | +1,342+0.4% | 加碼 |
| DT Investment Partners, LLC | 299,598 | $1,104 萬 | 1.26% | +6,041+2.1% | 加碼 |
| Howland Capital Management LLC | 299,139 | $1,089 萬 | 0.62% | +10,616+3.7% | 加碼 |
| Graham Capital Wealth Management, LLC | 298,609 | $1,087 萬 | 25.63% | −4,462−1.5% | 減碼 |
| Kingsview Wealth Management, LLC | 297,364 | $1,082 萬 | 0.42% | −4,918−1.6% | 減碼 |
| Legend Financial Advisors, Inc. | 296,973 | $1,081 萬 | 9.02% | −16,698−5.3% | 減碼 |
| Checchi Capital Advisers, LLC | 295,488 | $1,075 萬 | 0.96% | +72,229+32.4% | 加碼 |
| BFSG, LLC | 294,925 | $1,073 萬 | 1.82% | +8,242+2.9% | 加碼 |
| Fifth Third Securities, Inc. | 294,059 | $1,070 萬 | 1.17% | +42,485+16.9% | 加碼 |
| Parkside Investments, LLC | 293,345 | $1,067 萬 | 1.99% | −238,072−44.8% | 減碼 |
| Norris Financial Group, LLC | 291,973 | $1,062 萬 | 7.36% | +13,509+4.9% | 加碼 |
| Executive Wealth Management, LLC | 290,777 | $1,058 萬 | 1.10% | +155,356+114.7% | 加碼 |
| Ambassador Advisors, LLC | 290,851 | $1,054 萬 | 2.43% | −7,985−2.7% | 減碼 |
| Sentinel Trust Co Lba | 289,017 | $1,052 萬 | 1.43% | −7,339−2.5% | 減碼 |
| Flow Traders U.S. LLC | 285,641 | $1,039 萬 | 0.45% | +285,641 | 新進 |
| Arlington Capital Management, Inc. | 284,652 | $1,036 萬 | 9.00% | −992−0.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 283,020 | $1,030 萬 | 0.13% | +283,020 | 新進 |
| Perigon Wealth Management, LLC | 283,011 | $1,030 萬 | 0.40% | +38,338+15.7% | 加碼 |
| Chemistry Wealth Management LLC | 282,288 | $1,027 萬 | 3.34% | +1,173+0.4% | 加碼 |
| LVM Capital Management Ltd | 280,510 | $1,021 萬 | 1.36% | +10,074+3.7% | 加碼 |
| Cohen & Steers, Inc. | 274,567 | $999.1 萬 | 0.02% | −52,840−16.1% | 減碼 |
| Van Hulzen Asset Management, LLC | 269,717 | $981.5 萬 | 0.84% | +1,539+0.6% | 加碼 |
| American Investment Services, Inc. | 269,490 | $980.7 萬 | 1.99% | −58,292−17.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 269,150 | $979.4 萬 | 0.15% | −30,070−10.0% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 263,038 | $957.2 萬 | 0.15% | +6,412+2.5% | 加碼 |
| Leuthold Group, LLC | 259,069 | $942.8 萬 | 1.22% | −7,876−3.0% | 減碼 |
| Umb Bank N A | 259,012 | $942.5 萬 | 0.14% | +1,382+0.5% | 加碼 |
| Lowe Wealth Advisors, LLC | 258,751 | $941.6 萬 | 4.78% | −5,562−2.1% | 減碼 |
| Tradewinds Capital Management, LLC | 256,293 | $932.7 萬 | 2.91% | +255,709+43,785.8% | 加碼 |
| Morton Capital Management LLC | 251,281 | $914.4 萬 | 3.12% | −4,424−1.7% | 減碼 |
| TMD Wealth Management, LLC | 250,216 | $910.5 萬 | 2.37% | +2,047+0.8% | 加碼 |
| Aveo Capital Partners, LLC | 250,131 | $910.2 萬 | 1.16% | −27,912−10.0% | 減碼 |
| JNBA Financial Advisors | 245,689 | $894.1 萬 | 1.07% | −5,066−2.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 243,667 | $886.7 萬 | 0.20% | +113,852+87.7% | 加碼 |
| Verger Capital Management LLC | 239,144 | $870.2 萬 | 5.40% | −104,525−30.4% | 減碼 |
| IMC-Chicago, LLC | 235,566 | $857.2 萬 | 0.28% | +235,566 | 新進 |
| White Lighthouse Investment Management Inc. | 231,274 | $841.6 萬 | 2.01% | −4,016−1.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 230,906 | $840.3 萬 | 0.14% | +2,161+0.9% | 加碼 |
| Wallington Asset Management, LLC | 230,274 | $838.0 萬 | 1.50% | +13,262+6.1% | 加碼 |
| King Luther Capital Management Corp | – | $818.4 萬 | 0.04% | – | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 224,788 | $818.0 萬 | 4.07% | +43,814+24.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 223,721 | $814.1 萬 | 0.59% | −141,350−38.7% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 223,219 | $812.3 萬 | 9.08% | −4,293−1.9% | 減碼 |
| Signet Investment Advisory Group, Inc. | 221,792 | $807.1 萬 | 5.33% | +309+0.1% | 加碼 |
| Ballentine Partners, LLC | 220,264 | $801.5 萬 | 0.18% | −10,699−4.6% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 216,013 | $786.1 萬 | 2.45% | +171,684+387.3% | 加碼 |
| Sigma Investment Counselors Inc | 214,335 | $780.0 萬 | 0.57% | +4,176+2.0% | 加碼 |